Simple processing and expenses analyser from Settle Up application.
- Create .venv virtual environment with requirements using
py -m venv .venv
. - Activate .venv
.venv\Scripts\activate
- Install requirements
pip install -r requirements.txt
To add new requirements add new line in requirements.in and compile with pip-compile requirements.in
and for installation use pip-sync
- Export transactions.csv from Settle Up (share with email)
- Create .secrets.toml redefining variables present in settings.toml
workdir = "path"
filename_to_process = "20211230_transactions.csv"
user_to_analyse = "MyUser"
- Execute the file preprocessing
python preprocess.py
- Create/Open expenses.xlsx file adding all the expenses processed in the previous step adding the category for custom analysis. Example:
Date & time | Purpose | Category | Month | Amount |
---|---|---|---|---|
2021-04-28 20:16:49 | Babel | Bar | 4 | 2.2 |
2021-05-12 15:00:14 | Ikea | Shop | 5 | 17 |
- Analyse.
python analyse.py